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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,986 | $90,607+246.5% | $79,467+295.1% | $135,380+131.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.56% | 977.74%-981.3pp | 718.30%-721.9pp | 519.81%-523.4pp |
| Employer contribution / active EE | $17,140 | $3,068+458.7% | $2,800+512.1% | $4,779+258.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,036 | $5,895+87.2% | $5,104+116.2% | $10,828+1.9% |